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windows default iconInStep Personal Finance Publisher's description

InStep Personal Finance is a great software package for hands-on investors to easily manage portfolios and personal finances.

InStep Personal Finance is a great software package for hands-on investors to easily manage portfolios and personal finances.

Included are all the tools necessary to prepare a complete picture of financial health - check out Product or Videos to see what InStep Personal Finance can do for you. The software is:

* Simple

get started quickly by importing accounts and balances from an existing spreadsheet or website. For those who are unsure about how to proceed, step-by-step guides are available on most forms.

* Powerful

protect your investment nest egg by reviewing winners/losers and benchmark your advisor's (and your own!) performance. Re-balance your portfolio allocations and check your income and gains/losses before year end.
Also, plan for the future by setting a budget, then check if your targets are being met and use the cash flow forecaster to see what you can afford.

* Flexible

download transactions and stock values from any website - not just the few institutions provided by others. You can also export values and data for your own spreadsheet analysis.

* Inexpensive

software is free for budgeting, forecasting cash flow and reconciling bank statements. A small subscription fee is required to analyze investments. It's due at the end of a 3 month trial period so you can check out all the features before deciding if the software is for you.

InStep Computer Interfaces Ltd. was formed in 1996 to develop software for corporate clients. Personal Finance is our latest innovation and was developed for individuals who want to be involved in tracking, benchmarking and managing their own finances. By making the software available at no charge for basic functions, InStep hopes to increase knowledge and enable more people to take charge of their financial well-being.

System Requirements:

No special requirements.
Program Release Status:
Program Install Support: Install and Uninstall


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